CVFG LLC
Top Portfolio Positions
157 positions ·
$508,061,654 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
146,545 | $25,557,448 | 5.03% | |
| AAPL |
Apple Inc.
Technology
|
81,665 | $20,725,760 | 4.08% | |
| LLY |
ELI LILLY & Co
Healthcare
|
16,904 | $15,547,792 | 3.06% | |
| MSFT |
Microsoft Corp
Technology
|
40,843 | $15,118,853 | 2.98% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
59,013 | $12,290,637 | 2.42% | |
| VRT |
Vertiv Holdings Co
Industrials
|
47,567 | $11,919,338 | 2.35% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
40,810 | $11,735,323 | 2.31% | |
| AGX |
Argan Inc
Industrials
|
20,151 | $10,975,242 | 2.16% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
35,992 | $10,587,406 | 2.08% | |
| BE |
Bloom Energy Corp
Industrials
|
74,645 | $10,113,651 | 1.99% |
Portfolio Trend
6 quarters · across all stocks
Holdings in THFF
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $713,844 | 11,295 | Shares | Sole | 2026-04-29 | |
| No 13F history on record for this holder in this stock. | ||||||